Pat Chubb, Chartered Financial Planner APFS

Chartered Financial Planner at Lewis Brownlee Financial Services Limited 🌈 ❤️NHS
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2022
    - Nov, 2024
  • Chartered Financial Planner
    Personal Finance Society
    Nov, 2018
    - Nov, 2024
  • ACII
    Chartered Insurance Institute
  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
  • Award in Long Term Care Insurance
    Chartered Insurance Institute
  • Award in Pensions Update
    Chartered Insurance Institute
  • Certificate in Life & Pensions
    Chartered Insurance Institute
  • Diploma in Financial Planning
    Chartered Insurance Institute
  • Financial Planning Certificate
    Chartered Insurance Institute

Experience

  • Lewis Brownlee Financial Services Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Oct 2021 - Present

  • Schroders Personal Wealth
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Training Manager South East
      • Apr 2020 - Oct 2021

    • Regional Development & Conduct Manager
      • Jun 2019 - Apr 2020

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Regional Development & Conduct Manager
      • Nov 2016 - Jun 2019

    • Development & Conduct Manager
      • Sep 2011 - Nov 2016

    • Senior Manager Wealth
      • Apr 2006 - Sep 2011

    • Bancassurance Sales Manager
      • Feb 2000 - Apr 2006

  • TSB Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Bancassurance Coach
      • Sep 1999 - Feb 2000

      Coaching a team of eight financial advisers with great potential to develop and become more effective in role as part of a pilot

    • Savings & Investment Adviser
      • Feb 1997 - Feb 2000

      Providing financial advice to bank customers across a range of different need areas but focusing mainly on savings and investment

  • Zurich Life Insurance Company Ltd
    • Portugal
    • Insurance
    • 1 - 100 Employee
    • Account Executive
      • Nov 1984 - Feb 1997

Education

  • Fareham College
    BTEC Diploma in Business & Finance
    1982 - 1984
  • Fareham Park School
    1977 - 1982

Community

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